Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Americans Lack Key Social Security Knowledge
By John ManganaroA report from T. Rowe Price identifies a number of widely held misconceptions about the retirement insurance program.
March 25, 2025
12 Cheapest States for Long-Term Care: 2024Rising labor costs and occupancy rates drove prices up across the board, Genworth's CareScout unit finds.
March 24, 2025
Fed Researchers See Life Insurers Filling Up on Junk AssetsMost observers say the portfolios look fine, but four economists are shaking their heads.
March 20, 2025
Trade War Casts Shadow Over Annuity Issuers, S&P Analysts WarnThe insurers are doing well, but their portfolio managers are not sure how to future-proof the assets.
March 18, 2025
72% of Advisor Revenue Is Fee-Based: CerulliIn contrast, commission-based revenues have plummeted to 23% of an average advisor’s revenue, the study found.
March 13, 2025
FINRA’s Top 5 Fine Categories: 2024The $59 million in assessed penalties was down 35% from 2023, according to an analysis by Eversheds Sutherland.
March 12, 2025
Why U.S. Life and Annuity Issuers Want the World to Calm DownAbout $1.8 trillion of their assets, and some of their owners, are in other countries.
March 12, 2025
Indexed Life Sales Rise 9.2% in Q4Traditional universal life products continued to sell poorly.